Nvidia is a US chip company that designs GPUs and AI computing platforms, and its CUDA software stack is widely used to train and run AI models. Recent coverage has centered on its stock and valuation: Apple overtook Nvidia as the world's most valuable company on Oct. 30, and Nvidia shares fell as much as 5.3% that day, with FQ2 revenue of $96 billion, up 106% year over year. Nvidia also plans a $1 billion investment in Naver for a 4.54% stake.
At the OCP Global Summit, NVIDIA contributed its Vera Rubin rack and compute tray designs to OCP via the open MGX architecture, and with partners including Meta, Google and Cisco announced open standards and open-source components covering AI factory design, grid resilience and 400Gb/s networking. The aim is a common foundation for scaling AI factories from megawatts to gigawatts, speeding deployment and improving energy efficiency.
Israel Aerospace Industries is slowing recruitment despite soaring demand; union chairman Yair Katz said the defense giant is preparing employees for AI-driven changes to avoid layoffs and called for fewer government restrictions ahead of a planned IPO and less reliance on foreign suppliers.
NVIDIA's RTX 5080 with 24GB of memory is reportedly set to launch in Q1 2027, though board partners are still waiting for details.
Microsoft announced Maia 300, its third-generation in-house AI chip, as the "primary AI inference system" for its products and services, improving cloud AI cost and efficiency and handling reasoning and agentic workloads better. Production rollout starts in 2027, with 40 percent more tokens per megawatt than leading GPU systems.
Microsoft president Brad Smith told the BBC that milk and washing machines face more regulation than AI, calling for global safety rules including breach-notification duties, independent pre-release safety evaluations and 'kill switches'. He called last month's self-regulation agreement signed by OpenAI, Anthropic, Nvidia, Meta and Google with President Trump a good but no longer sufficient step.
Open-source Project Maya runs the 321B-parameter GLM-5.3-Flash locally on one NVIDIA GPU by tiering experts across GPU, RAM and SSD, reaching 30+ tokens/s and up to 118 tokens/s on four RTX 4090s while retaining 97.7-99.2% of FP8 zero-shot accuracy.
Berlin, you look good in CUDA. 💚
#NVIDIAGTC is coming to town. We thought we’d say hello from the TV Tower.
Spot it? Tag @NVIDIA and show us your view. #FestivalOfLights
Nvidia is in early-stage talks to acquire or further invest in open-weight model startup Reflection AI, according to the Financial Times. The deal is not yet certain.
They show up for us. Who shows up for them?
Meet Wenyi, Founder of Kuddo Health. Her experience with therapy sparked a mission to support clinicians, with help from NVIDIA GPU–accelerated AI.
Watch her story. #WorldMentalHealthDay
NVIDIA is reportedly discontinuing the RTX 5090, reserving GB202 GPUs for its RTX PRO series.
A former solid-state physics researcher argues in the Santa Fe New Mexican that AI can replace both unskilled and highly skilled labor, eroding the labor-income tax base. Citing Nvidia's data center business generating about $194 billion in FY 2026 revenue, he calls for higher corporate rates or a minimum tax on large-company profits, plus independent technical oversight of AI.
Ai2 replaced priority-based scheduling with GPU time budgets, hierarchical fair-share allocation, and time slicing, shifting allocation from case-by-case debates to a transparent budgeting process. Its clusters host thousands of NVIDIA H100, B200, and B300 GPUs for about 150 researchers, with demand often 2-3x supply.
Nvidia's DCGM Exporter had an unauthenticated resource-exhaustion flaw (CVE-2026-47483, CVSS 8.2) that remote attackers could exploit to crash monitoring and potentially disrupt AI workloads. Scans found over 2,000 GPU servers exposed to the internet, reporting more than 12,000 GPUs worth an estimated $100 million.
Nvidia-backed Lumentum says its optoelectronic parts are almost completely sold out through 2029 due to strong demand from AI data centers.
President Trump announced $2.4 billion in computing commitments from tech giants including Nvidia, OpenAI and Anthropic for federal AI-driven scientific research, with Nvidia contributing $1 billion. The funding will expand the Genesis Mission to 14 federal agencies in energy, health and space, as Trump pushes to rebrand AI as 'Super Intelligence.'
NVIDIA highlights how developers combine frontier AI models such as GPT-6 Astra with Omniverse libraries to build simulation applications via natural-language instructions. Examples include an interactive warehouse humanoid simulator and an autonomous-driving testing workflow, with Omniverse supplying GPU-accelerated physics, rendering and sensor simulation.
Congratulations to our CEO @JensenHuang on receiving the National Medal of Science for advancing GPU computing to power scientific breakthroughs.
And to fellow honorees Elon Musk, Lisa Su, Michael Dell, Satya Nadella, and Sergey Brin.
[Quoting @RapidResponse4…
The AI drug discovery market is forecast to top $7.4 billion by 2030 with a 26% CAGR, with Asia-Pacific and NVIDIA highlighted as key focal points as AI accelerates drug R&D.
The Motley Fool argues Alphabet, with its full-stack AI position across infrastructure, frontier models, cloud, and distribution, could become the next $5 trillion company by end-2028. Gemini's app has 950M monthly users, and TPUs are now being offered to select customers.
Nvidia is investing billions in physical AI such as robotics and self-driving cars and has built a full-stack safety system, Halos, so companies can reduce the risk of machines harming people. Halos for Robotics launched in June 2026.
Independent research firm New Constructs labeled Anthropic's potential IPO as the 'most ridiculous IPO of 2026,' valuing the company at just $150 billion versus a possible $2 trillion market cap. It argues Anthropic lacks a viable business and the IPO would mainly create liquidity for Wall Street backers.
Despite Musk calling Optimus Tesla's biggest product ever with a possible 2027 launch, Huang saying humanoids will match human ability this year, and Morgan Stanley projecting nearly 1 billion units and a $5T market by 2050, today's robots still fail often, so breakthroughs won't change daily life soon.
A Reddit user says Nvidia's robotics world model DreamDojo, an ICML spotlight paper, improved only about 0.5 dB PSNR over Cosmos 2.5 despite using 44k hours of human data and 256 H100s. Released code has bugs reported in GitHub issues affecting pre-training, post-training, and evaluation, making the results suspect.
Australian data center firm Firmus Grid closed the books on its struggling IPO as investors grew concerned the deal could be pulled. The company is backed by Nvidia.
Nous Research, developer of the open-source Hermes agent, confirmed a $90M Series B at a $1.5B valuation, bringing total funding to $158M. It also launched Hermes for Businesses and expects to top $100M in annualized revenue by end-2026.
Microsoft revealed specs and pricing for the Surface Laptop Ultra, starting at $2,600, and the $6,000 Surface RTX Spark Dev Box workstation, both built for on-device AI. A revamped Windows 11 adds Execution Containers to sandbox AI agents.
Multiple US nuclear plants will use AI to assist operations by the end of the year, not to run reactors but to process decades of data and documents and streamline regulatory planning. California's Diablo Canyon became the first US nuclear plant to adopt AI in November 2024, via operator PG&E and startup Atomic Canyon, with Nvidia support. Atomic Canyon is now scaling the technology nationwide.
Mecka AI raised $60 million in Series B funding led by Sequoia Capital, with participation from Nvidia, Microsoft's M12 and Qualcomm. The company builds tech to help robots understand and operate in the physical world; CEO Josh Gao said scaling physical AI requires major investment in sensors, infrastructure and real-world data collection.
Bloomberg's market roundup says rising oil and rates cooled Wall Street's record rally; SpaceX looks to raise $40 billion for Nvidia chips, while Apple makes a bigger smart-home push with LG. New York Comptroller DiNapoli discussed how the AI boom affects the state's bottom line.
The new @Jaguar Type 01 is here, powered by NVIDIA.
Under its stunning design is NVIDIA Hyperion, the computer and sensor platform that takes in everything the car sees and senses, then helps it make smart decisions in real time.
It’s paired with NVIDIA Halos…
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The A.I. Daily
NVIDIA opens Vera Rubin architecture at OCP to scale AI factories
